The preponderance of the evidence (Sounds like lawyer speak, right?!) is growing for the inevitable downturn of the US economy. I did some serious adjustments in the last several weeks to prepare for the storm.
Yesterday, I sold two of my positions completely – BABA and AAP. I had been thinking about liquidating BABA for a long time, but AAP had just come up on my radar. It is important to make these decisions with the least emotion possible. Optimally, making the decision with no emotion is best, bu